Description
This session will introduce a broad range of issues and present some tips for addressing challenges a foundation may face when venturing into the world of international philanthropy and investing.
- Participants will be able to identify compliance challenges facing organizations when making grants and PRIs to organizations overseas and the impact of foreign currency fluctuations, and ways to mitigate the impact.
- Participants will understand the broad range of regulatory filings relating to foreign investments, the types of investments that present the greatest compliance challenges, and red flags to identify in fund documents and agreements.
Speaker(s):
- Saul
Bakst,
Director, Investment Accounting, Reporting, & Tax,
Ford Foundation
- Jennifer
B. Harris,
CPA,
Tax Shareholder,
Clark Nuber
- Deby
MacLeod,
CPA, CGMA,
Shareholder,
Clark Nuber
